Purchases and Sales Made in Q2 2023 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES CORE DIVIDEND GROWTH E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
18New |
$883 - $928
|
18
$1.11K
|
|
|
Jul 14, 2023
Q2 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
17+ 0.07% |
$834 - $876
|
23.7K
$1.46M
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
16+ 0.23% |
$785 - $824
|
7.06K
$435K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
13+ 0.13% |
$638 - $670
|
9.81K
$604K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
13+ 0.51% |
$638 - $670
|
2.58K
$159K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12+ 0.5% |
$589 - $618
|
2.43K
$149K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
11+ 0.17% |
$540 - $567
|
6.58K
$405K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
11+ 0.21% |
$540 - $567
|
5.16K
$318K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
10+ 15.38% |
$491 - $515
|
75
$4.61K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
9+ 0.19% |
$442 - $464
|
4.74K
$292K
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.11% |
$393 - $412
|
7.23K
$445K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
8+ 0.14% |
$393 - $412
|
5.53K
$340K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
7+ 0.06% |
$344 - $361
|
10.8K
$666K
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
6+ 0.14% |
$294 - $309
|
4.33K
$266K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5New |
$245 - $258
|
5
$308
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
5+ 0.11% |
$245 - $258
|
4.66K
$287K
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
4+ 0.0% |
$196 - $206
|
1.27M
$78.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4+ 0.0% |
$196 - $206
|
127K
$7.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
4+ 0.5% |
$196 - $206
|
799
$49.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 0.32% |
$196 - $206
|
1.26K
$77.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 0.2% |
$196 - $206
|
1.99K
$123K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
3+ 0.05% |
$147 - $155
|
6.16K
$379K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3+ 0.02% |
$147 - $155
|
15.2K
$936K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
3+ 0.47% |
$147 - $155
|
644
$39.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3+ 0.06% |
$147 - $155
|
4.99K
$307K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.32% |
$98.2 - $103
|
635
$39.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
2+ 0.02% |
$98.2 - $103
|
8.22K
$505K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.13% |
$98.2 - $103
|
1.53K
$94.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.51% |
$98.2 - $103
|
391
$24.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.22% |
$49.1 - $51.5
|
466
$28.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.71% |
$49.1 - $51.5
|
142
$8.74K
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1+ 0.01% |
$49.1 - $51.5
|
8.8K
$541K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.02% |
$49.1 - $51.5
|
4.27K
$263K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$49.1 - $51.5
|
5.46K
$336K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1- 0.1% |
$49.1 - $51.5
|
958
$58.9K
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-8- 0.03% |
$393 - $412
|
28.6K
$1.76M
|
|
|
Jul 10, 2023
Q2 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-9- 0.12% |
$442 - $464
|
7.48K
$460K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-10- 0.51% |
$491 - $515
|
1.96K
$121K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-10- 0.13% |
$491 - $515
|
7.86K
$483K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-20- 1.1% |
$982 - $1.03K
|
1.79K
$110K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-20- 2.58% |
$982 - $1.03K
|
756
$46.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-21- 0.07% |
$1.03K - $1.08K
|
28.2K
$1.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-25- 0.55% |
$1.23K - $1.29K
|
4.51K
$277K
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-26- 0.04% |
$1.28K - $1.34K
|
69.5K
$4.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-32- 0.74% |
$1.57K - $1.65K
|
4.28K
$263K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-34- 0.18% |
$1.67K - $1.75K
|
19.3K
$1.19M
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-35- 0.28% |
$1.72K - $1.8K
|
12.7K
$781K
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-39- 0.33% |
$1.91K - $2.01K
|
11.8K
$725K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-40- 0.39% |
$1.96K - $2.06K
|
10.1K
$621K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-44- 1.23% |
$2.16K - $2.27K
|
3.52K
$217K
|